Pre-fill from Google Sheets Bot

The Pre-fill from Google Sheets Bot transfers data from selected rows in a Google spreadsheet to specified fields in a Slate document. For example, this Bot can be used to automatically pull data from a Google Sheet and put it in a Slate document when its specific fields are empty.

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  • Used in 52 Flows
  • Used in 30 Workspaces
  • Installed 449 times in the last 30 days
  • 98% success rate

The Pre-fill from Google Sheets Bot transfers data from selected rows in a Google spreadsheet to specified fields in a Slate document. For example, this Bot can be used to automatically pull data from a Google Sheet and put it in a Slate document when its specific fields are empty.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from Google Sheets Bot to get your Slates completed faster with information you already have
What the Bot does Transfers data from a certain row in a Google spreadsheet to specified fields in a document upon opening it
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Once opened, the Slate document will be pre-filled with information from Google Sheets.

Commonly used conditions when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a document are completed or empty

Requirements

To install the Pre-fill from Google Sheets Bot, begin by setting up a Flow

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Install the Pre-fill from Google Sheets Bot to automate workflows

Let the pre-fill Bot free up your time for high-priority tasks

Back in 2000, many companies and corporations would practice business reorganization and restructuring in order to save costs and reshape business performance. Today, this goal is achieved with the help of digital transformation. More and more often, companies are deploying DPA software solutions to automate their workflow by simply configuring software robots, called Bots.

First and foremost, the Bot that you will tend to use, and that helps export data from spreadsheet to form, is the Pre-fill from Google Sheets Bot. Imagine you need to send a contract to a new employee. There is already basic information about this employee, collected at the interview stage and arranged in a Google Sheet. Traditionally, either the HR manager or an employee will need to manually type in their respective data. In both cases, that would take time. If the template is completed by the HR manager, it may lead to errors or inaccuracies. If it’s the employee’s responsibility and there is no data at hand, a delay is inevitable.

However, the Bot can be set up to automatically link certain fields of a contract with the respective fields of a Google spreadsheet. In this case, the spreadsheet information related to the new employee will appear in the contract template without any human involvement. The template will then be forwarded to the new employee for verification. By then, only data review is necessary, instead of having to fill out the form from scratch.

Using the Pre-fill from Google Spreadsheet Bot to import data from Google Sheets to documents results in the following benefits for your company:

  • Saves time spent on manual work
  • Provides a cost-saving effect
  • Prevents delays
  • Eliminates document redlining and human involvement
  • Makes the process error-proof

The Bot, that will quickly convert Google Spreadsheet to form, is applicable both externally and internally. It proves its efficiency in various business sectors, especially those related to services such as hotels and resorts, healthcare, fitness, education, and others. Within a company, HR, Finance and Accounting, and Marketing will be the first departments to notice a substantial difference before and after using Bot automation.

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